SELF MANAGEMENT ANALYSIS REPORTING TOOLS - SMART Trademark

Trademark Overview


On Friday, January 30, 2009, a trademark application was filed for SELF MANAGEMENT ANALYSIS REPORTING TOOLS - SMART with the United States Patent and Trademark Office. The USPTO has given the SELF MANAGEMENT ANALYSIS REPORTING TOOLS - SMART trademark a serial number of 77659863. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 5, 2020. The SELF MANAGEMENT ANALYSIS REPORTING TOOLS - SMART trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software programs for use in the field of financial Portfolio Management that will provide an interacting multifunction capability to automatically perform Investment Portfolio Tasks for: (1) classification of equities into BUY or HOLD or SELL ratings, (2) to measure and report profit or loss of Portfolio and the individual Portfolio members consisting of Stocks, Bonds, Real Estate and Money Market Securities to meet or exceed or failure to meet a planned Portfolio value and annual growth rate and (3) a capability that a specific measured or estimated Portfolio value and annual growth rate will completely support activities, taxes and living expenses requirements continuously to a specific person's age limit
self management analysis reporting tools - smart

General Information


Serial Number77659863
Word MarkSELF MANAGEMENT ANALYSIS REPORTING TOOLS - SMART
Filing DateFriday, January 30, 2009
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 5, 2020
Registration Number3684699
Registration DateTuesday, September 15, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesComputer software programs for use in the field of financial Portfolio Management that will provide an interacting multifunction capability to automatically perform Investment Portfolio Tasks for: (1) classification of equities into BUY or HOLD or SELL ratings, (2) to measure and report profit or loss of Portfolio and the individual Portfolio members consisting of Stocks, Bonds, Real Estate and Money Market Securities to meet or exceed or failure to meet a planned Portfolio value and annual growth rate and (3) a capability that a specific measured or estimated Portfolio value and annual growth rate will completely support activities, taxes and living expenses requirements continuously to a specific person's age limit

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 5, 2020
Primary Code009
First Use Anywhere DateThursday, July 16, 2009
First Use In Commerce DateThursday, July 16, 2009

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressFullerton, CA 92834

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressFullerton, CA 92834

Trademark Events


Event DateEvent Description
Friday, June 5, 2020CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, September 15, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, August 5, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, August 5, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, August 4, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 29, 2015TEAS SECTION 8 RECEIVED
Monday, June 29, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 15, 2009REGISTERED-SUPPLEMENTAL REGISTER
Thursday, August 13, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, August 13, 2009ASSIGNED TO LIE
Wednesday, August 5, 2009APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, August 5, 2009EXAMINER'S AMENDMENT ENTERED
Wednesday, August 5, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, August 5, 2009EXAMINERS AMENDMENT E-MAILED
Wednesday, August 5, 2009EXAMINERS AMENDMENT -WRITTEN
Wednesday, August 5, 2009USE AMENDMENT ACCEPTED
Tuesday, July 21, 2009AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, July 21, 2009USE AMENDMENT FILED
Monday, July 20, 2009TEAS AMENDMENT OF USE RECEIVED
Monday, July 6, 2009NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, July 6, 2009FINAL REFUSAL E-MAILED
Monday, July 6, 2009FINAL REFUSAL WRITTEN
Tuesday, June 2, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 2, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 2, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 17, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 17, 2009NON-FINAL ACTION E-MAILED
Friday, April 17, 2009NON-FINAL ACTION WRITTEN
Thursday, April 16, 2009ASSIGNED TO EXAMINER
Tuesday, February 3, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, February 3, 2009NEW APPLICATION ENTERED IN TRAM